Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ARCHPOINT INVESTORS | 02-13-2024 | 12-31-2023 | 53 | 240,257,798 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 101 | $440,124 | 2,286 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EXXON MOBIL CORP | COM | 102 | $434,913 | 4,350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DISNEY WALT CO | COM | 103 | $412,185 | 4,550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TORTOISE ENERGY INFRA CORP | COM | 104 | $383,475 | 13,329 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |